Tax Managing Director - Cbiz
San Francisco, CA
About the Job
With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions for 2023:
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Workplaces - Financial Services Industry
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
- Demonstrate proactive client contact; viewed as a trusted business partner
- Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
- Coach staff on business development strategies
- Could have direct profit responsibility for specialty practice
- Responsible for ongoing planning, marketing and business development of a specialized department
- Responsible for team and or department meeting budgeted goals
- Responsible for practice billing and timely collection of fees
- Participate in various administrative aspects of managing business unit
- Establish team environment and a positive culture
- Ensure quality control standards are met
- May be a member of the Senior Operations Management Team
- Additional responsibilities as assigned
Preferred Qualifications
- 12+ years of tax experience with a top tier firm
- Master’s degree preferred in Accounting, Taxation or related field preferred
- Strong desire to be a part of and contribute to the growth of a high performing client focused team
- Knowledge of a broad range of corporate tax matters in various industries
- Have a consulting mindset and approach to client interaction and expectations. Recognize that we are most effective when we become an extension of our clients’ teams.
- Proven ability to articulate complex information when providing crucial negotiation insights
- Experience with federal tax controversy, practice, and procedure matters
- Experience leading other professionals and acting in a manner that motivates, inspires, and develops junior team members
- Proven leader in the delivery of high-quality work that exceeds client expectations
- Self-starter and entrepreneurial nature
Minimum Qualifications Required
- Bachelor’s degree
- 10 years of experience in public accounting or related field
- 10 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
The annual salary target for this job in this market is $250,000-$400,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
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